Molly Wheeler Portfolio
Invests via Burk Holdings LLC | Managed by Molly Wheeler
Invests via Burk Holdings LLC
Managed by Molly Wheeler
Automatically Tracked
A seasoned growth-stage investor and former operator focused on SaaS and fintech, delivering operational insight to scaling teams and boards. Molly Wheeler combines product and GTM experience with capital formation, sourcing deals in enterprise software, payments and data infrastructure. Active in Series A–C rounds, advises founders on go-to-market, metrics and fundraising strategy.
A seasoned growth-stage investor and former operator focused on SaaS and fintech, delivering operational insight to scaling teams and boards. Molly Wheeler combines product and GTM experience with capital formation, sourcing deals in enterprise software, payments and data infrastructure. Active in Series A–C rounds, advises founders on go-to-market, metrics and fundraising strategy.
Investment Philosophy & Strategy
Operates as a growth-stage investor focused on SaaS, payments and data infrastructure, privileging product-led businesses with repeatable GTM motion and clear unit economics. Prefers Series A–C allocations sized to accelerate go-to-market and product-market fit, pairing capital with hands-on operational guidance on metrics, pricing and hiring. Emphasizes founder alignment, durable customer retention and defensible technical/IP moats, applying pragmatic risk limits and milestone-driven follow-on discipline to de-risk scale investments over 18–36 horizons.
Operates as a growth-stage investor focused on SaaS, payments and data infrastructure, privileging product-led businesses with repeatable GTM motion and clear unit economics. Prefers Series A–C allocations sized to accelerate go-to-market and product-market fit, pairing capital with hands-on operational guidance on metrics, pricing and hiring. Emphasizes founder alignment, durable customer retention and defensible technical/IP moats, applying pragmatic risk limits and milestone-driven follow-on discipline to de-risk scale investments over 18–36 horizons.
Disclaimer: This Portfolio is derived from and computed based on publicly available data from SEC filings.
Gain and growth charts are calculated per selected timeframe:
40.09%
Gain -0.65%
Monthly
1.58%
Yearly
20.7%
Drawdown
15.75%
$268.48M
Equity
Holdings
$268.48M
Investment
$220.22M
$49.66M
Profit -$1.15M
Realized
$1.4M
Unrealized
$48.26M
Dividends
$7.24M
Goals
Avg. 48.5% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-0.65%
Profit
-$1.15M
Win %
68%
This Week
Compared To Last Week
Gain
-0.55%
Profit
-$1.48M
Win %
68%
This Month
Compared to last month
Gain
0.4%
Profit
$1.08M
Win %
68%
This Year
Compared to last year
Gain
-0.68%
Profit
-$1.82M
Win %
68%
LADR Ladder Capital Corp.
+3.91%
+$1,022.24 
TS Tenaris S.A.
+3.72%
+$38.34 
BAER Bridger Aerospace Group Holdings, Inc.
+3.66%
+$37.4 
FANG Diamondback Energy Inc
+3.63%
+$291 
HONA Honeywell Aerospace Inc.
+3.46%
+$112.9 
BP BP p.l.c. Sponsored ADR
+3.41%
+$153.45 
KMI Kinder Morgan, Inc.
+3.38%
+$33.3 
COP ConocoPhillips
+3.27%
+$2,384.45 
DTM Dt Midstream Inc.
+3.08%
+$10.98 
RTX RTX Corporation
+3.07%
+$453.06 
DVN Devon Energy Corporation
+2.92%
+$5,264.27 
TTE TotalEnergies SE
+2.89%
+$158.72 
NOC Northrop Grumman Corporation
+2.88%
+$345.12 
FDXF FedEx Freight Holding Company Inc.
+2.87%
+$25.36 
OXY Occidental Petroleum Corporation
+2.87%
+$99.18 
BTI British American Tobacco p.l.c. ADR
+2.76%
+$80 
OKE ONEOK, Inc.
+2.75%
+$8,715 
BKR Baker Hughes Company
+2.72%
+$106.56 
LMT Lockheed Martin Corporation
+2.71%
+$245.82 
SHEL Shell plc
+2.63%
+$187.68 
SLB Schlumberger Limited
+2.63%
+$463.55 
CCI Crown Castle Inc.
+2.51%
+$64.16 
NGG National Grid plc Sponsored ADR
+2.48%
+$47.04 
DRLL Strive U.S. Energy ETF
+2.45%
+$191.67 
E Eni S.p.A. Sponsored ADR
+2.42%
+$45.87 
PODD Insulet Corporation
+2.32%
+$19.32 
CVX Chevron Corporation
+2.3%
+$1,266.3 
CMS CMS Energy Corporation
+2.29%
+$59.67 
VDE Vanguard Energy ETF
+2.2%
+$53.1 
PM Philip Morris International Inc.
+2.2%
+$308 
FENY Fidelity MSCI Energy Index ETF
+2.15%
+$2,858.18 
LYB LyondellBasell Industries N.V.
+2.12%
+$18.62 
HAL Halliburton Company
+2.11%
+$27.11 
MSI Motorola Solutions, Inc.
+2.07%
+$811.41 
NFG National Fuel Gas Company
+2.05%
+$35.42 
AMT American Tower Corporation
+2.01%
+$72.8 
IDXX IDEXX Laboratories, Inc.
+2%
+$65.58 
XOM Exxon Mobil Corporation
+1.98%
+$15,000.64 
PEP PepsiCo, Inc.
+1.96%
+$1,099.38 
F Ford Motor Company
+1.91%
+$54.76 
USB U.S. Bancorp
+1.88%
+$109.08 
AEE Ameren Corporation
+1.86%
+$1,532.42 
UL Unilever PLC Sponsored American Depositary Receipt
+1.86%
+$19.2 
EXC Exelon Corporation
+1.84%
+$31.98 
WEC WEC Energy Group Inc.
+1.83%
+$190.61 
PEG Public Service Enterprise Group Incorporated
+1.82%
+$44.62 
DUK Duke Energy Corporation
+1.8%
+$184.47 
GD General Dynamics Corporation
+1.79%
+$114.38 
AMX América Móvil, S.A.B. de C.V.
+1.78%
+$387.2 
ET Energy Transfer L.P.
+1.76%
+$23.8 
CBOE Cboe Global Markets Inc.
+1.71%
+$63.18 
BLDR Builders FirstSource, Inc.
+1.71%
+$38.43 
EVRG Evergy Inc.
+1.7%
+$504.57 
VOD Vodafone Group Public Limited Company American Depositary Receipt
+1.7%
+$11.34 
SO The Southern Company
+1.68%
+$224.25 
TFC Truist Financial Corporation
+1.66%
+$55.02 
ED Consolidated Edison, Inc.
+1.66%
+$40.15 
PSO Pearson plc Sponsored ADR
+1.65%
+$15.93 
TJX The TJX Companies, Inc.
+1.63%
+$158.12 
WDS Woodside Energy Group Ltd American Depositary Receipt
+1.61%
+$23.62 
ROK Rockwell Automation, Inc.
+1.58%
+$60.21 
CNP CenterPoint Energy Inc.
+1.58%
+$1,316.07 
PSX Phillips 66
+1.54%
+$3,880.39 
NEM Newmont Corporation
+1.52%
+$84.48 
CASY Casey's General Stores Inc.
+1.52%
+$102.2 
VMC Vulcan Materials Company
+1.49%
+$30 
AZO AutoZone Inc.
+1.48%
+$45.18 
PHG Koninklijke Philips N.V.
+1.45%
+$31.82 
BUD Anheuser-Busch InBev S.A. ADR
+1.42%
+$27.72 
WY Weyerhaeuser Company
+1.42%
+$10.72 
LHX L3Harris Technologies, Inc.
+1.42%
+$44.33 
SRE Sempra
+1.42%
+$30.16 
TMUS T-Mobile US, Inc.
+1.41%
+$122.1 
HST Host Hotels & Resorts Inc.
+1.37%
+$30.05 
COST Costco Wholesale Corporation
+1.36%
+$424.96 
AWK American Water Works Company, Inc.
+1.36%
+$63.17 
RGLD Royal Gold Inc.
+1.35%
+$9.42 
LNT Alliant Energy Corporation
+1.34%
+$32.4 
RELX Relx PLC Sponsored ADR
+1.33%
+$18.36 
GE General Electric Company
+1.32%
+$532.77 
CINF Cincinnati Financial Corporation
+1.32%
+$26.4 
MO Altria Group, Inc.
+1.31%
+$45.59 
MDLZ Mondelez International, Inc.
+1.31%
+$65.18 
KO The Coca-Cola Company
+1.3%
+$1,873.76 
MRK Merck & Co., Inc.
+1.29%
+$571.52 
ALL Allstate Corporation
+1.29%
+$58.9 
WMB The Williams Companies, Inc.
+1.24%
+$153.08 
D Dominion Energy, Inc.
+1.24%
+$26.52 
MET MetLife Inc.
+1.23%
+$397.54 
IHG Intercontinental Hotels Group PLC ADR
+1.22%
+$8.12 
TAP Molson Coors Beverage Company
+1.2%
+$94 
VZ Verizon Communications Inc.
+1.18%
+$48.3 
AIG American International Group Inc.
+1.16%
+$17.48 
GSK GSK plc Sponsored ADR
+1.16%
+$101.46 
FE FirstEnergy Corp.
+1.15%
+$8.4 
NUE Nucor Corporation
+1.15%
+$46.88 
XLU Utilities Select Sector SPDR Fund
+1.14%
+$118.75 
OGS One Gas Inc.
+1.13%
+$1,466.08 
HLN Haleon Plc - ADR
+1.11%
+$17.05 
VTRS Viatris Inc.
+1.1%
+$39.4 
MLM Martin Marietta Materials, Inc.
+1.1%
+$21.54 
WTW Willis Towers Watson Public Limited Company
+1.09%
+$13.56 
ES Eversource Energy
+1.09%
+$45.36 
HII Huntington Ingalls Industries Inc.
+1.08%
+$28.8 
COF Capital One Financial Corporation
+1.07%
+$103.88 
EXR Extra Space Storage Inc.
+1.06%
+$16.06 
APTV Aptiv PLC
+1.05%
+$3.33 
AON Aon plc
+1.02%
+$29.25 
WMT Walmart Inc.
+1.02%
+$1,611.6 
NEE NextEra Energy, Inc.
+1.01%
+$115.2 
PNC The PNC Financial Services Group, Inc.
+1%
+$64.65 
WFC Wells Fargo & Company
+1%
+$133.63 
KR Kroger Co.
+0.99%
+$29.14 
ROST Ross Stores, Inc.
+0.98%
+$66.7 
DINO HF Sinclair Corporation
+0.97%
+$45.88 
XEL Xcel Energy Inc.
+0.96%
+$33.35 
ETR Entergy Corporation
+0.96%
+$41.79 
LIN Linde plc
+0.95%
+$174.27 
JPM JPMorgan Chase & Co.
+0.95%
+$1,580.8 
TAK Takeda Pharmaceutical Company Limited American Depositary Receipt
+0.95%
+$15.36 
HIG The Hartford Insurance Group, Inc.
+0.94%
+$36.4 
MAR Marriott International Inc. - Class A
+0.94%
+$101.36 
ESLT Elbit Systems Ltd.
+0.92%
+$6.85 
RYAAY Ryanair Holdings plc American Depositary Receipt
+0.92%
+$15.36 
RTO Rentokil Initial plc Sponsored ADR
+0.91%
+$3.42 
HD The Home Depot, Inc.
+0.91%
+$159.32 
VTR Ventas Inc.
+0.9%
+$36.72 
IX Orix Corporation Sponsored ADR
+0.89%
+$18.52 
EG Everest Group, Ltd.
+0.89%
+$6.76 
DTE DTE Energy Company
+0.88%
+$15.89 
DOW Dow Inc.
+0.88%
+$7.28 
DRI Darden Restaurants, Inc.
+0.87%
+$20.46 
HWM Howmet Aerospace Inc.
+0.85%
+$52.08 
TXT Textron Inc.
+0.84%
+$13.34 
PSA Public Storage Common Stock
+0.84%
+$17.43 
LFVN LifeVantage Corporation
+0.83%
+$24.05 
MKC McCormick & Company, Incorporated
+0.83%
+$13.68 
PG Procter & Gamble Co
+0.81%
+$527.36 
PGR Progressive Corporation
+0.81%
+$48.72 
PCG PG&E Corporation
+0.81%
+$5.14 
FISV Fiserv, Inc.
+0.8%
+$7.57 
SW Smurfit WestRock PLC
+0.8%
+$8.58 
DOV Dover Corporation
+0.79%
+$26.18 
O Realty Income Corporation
+0.79%
+$11 
PKG Packaging Corporation of America
+0.79%
+$29.36 
CMI Cummins Inc.
+0.79%
+$33.52 
MKL Markel Group Inc.
+0.79%
+$57.36 
STLD Steel Dynamics Inc.
+0.78%
+$7.54 
L Loews Corporation
+0.77%
+$15.12 
CME CME Group Inc.
+0.76%
+$72.6 
PSTL Postal Realty Trust, Inc.
+0.76%
+$151.97 
SYK Stryker Corporation
+0.75%
+$28.66 
MRSH Marsh & McLennan Companies, Inc.
+0.74%
+$41.4 
AFL Aflac Inc.
+0.73%
+$22.36 
ORLY O'Reilly Automotive Inc.
+0.72%
+$48 
LOW Lowe's Companies Inc.
+0.72%
+$115.62 
TRV The Travelers Companies, Inc.
+0.71%
+$38.36 
JNJ Johnson & Johnson
+0.71%
+$813.6 
HSY The Hershey Company
+0.7%
+$17.85 
LLY Eli Lilly and Company
+0.7%
+$6,118 
MNST Monster Beverage Corporation
+0.69%
+$48.51 
MCHP Microchip Technology Incorporated
+0.69%
+$30.6 
VLO Valero Energy Corporation
+0.69%
+$167.75 
CF CF Industries Holdings, Inc.
+0.69%
+$21.32 
C Citigroup Inc.
+0.68%
+$94.92 
KMB Kimberly-Clark Corporation
+0.68%
+$56.8 
STZ Constellation Brands, Inc.
+0.68%
+$4.4 
CB Chubb Limited
+0.68%
+$140.42 
TT Trane Technologies plc
+0.67%
+$116.28 
BNY BlackRock New York Municipal Income Trust
+0.65%
+$8.33 
ABBV AbbVie Inc.
+0.65%
+$217.77 
PCAR PACCAR Inc.
+0.64%
+$34.08 
SPLV Invesco S&P 500 Low Volatility ETF
+0.64%
+$15.04 
BRK-B Berkshire Hathaway Inc.
+0.63%
+$4,461.74 
NXPI NXP Semiconductors N.V.
+0.63%
+$15.95 
OTIS Otis Worldwide Corporation
+0.62%
+$7.48 
CARR Carrier Global Corporation
+0.62%
+$9.18 
XYL Xylem Inc.
+0.62%
+$5.76 
BLK BlackRock, Inc.
+0.62%
+$117.72 
NLOP Net Lease Office Properties.
+0.62%
+$0.6 
AEG Aegon N.V.
+0.6%
+$5.45 
BHP BHP Group Ltd.
+0.6%
+$41 
MLPA Global X MLP ETF
+0.59%
+$0.94 
SPGI S&P Global Inc.
+0.58%
+$34.51 
FAST Fastenal Co.
+0.57%
+$27.81 
ZTS Zoetis Inc.
+0.57%
+$14.4 
SPRE SP Funds S&P Global REIT Sharia ETF
+0.56%
+$39.48 
GEV GE Vernova Inc.
+0.56%
+$186.48 
GM General Motors Company
+0.53%
+$178.64 
XLB Materials Select Sector SPDR Fund
+0.51%
+$15.6 
T AT&T Inc.
+0.51%
+$141.48 
CI The Cigna Group
+0.51%
+$16.77 
TPR Tapestry Inc.
+0.51%
+$19.52 
TXN Texas Instruments Inc
+0.51%
+$56.8 
FRT Federal Realty Investment Trust
+0.51%
+$6.96 
CL Colgate-Palmolive Company
+0.5%
+$29.76 
REG Regency Centers Corporation
+0.5%
+$9.49 
NVS Novartis AG Sponsored ADR
+0.5%
+$48 
DFIV Dimensional International Value ETF
+0.49%
+$25,534.3 
SPG Simon Property Group, Inc.
+0.47%
+$22.8 
ICE Intercontinental Exchange, Inc.
+0.44%
+$25.2 
HLT Hilton Worldwide Holdings Inc.
+0.44%
+$27.18 
V Visa Inc. Class A
+0.44%
+$355.25 
MPC Marathon Petroleum Corporation
+0.42%
+$64 
CPRT Copart Inc.
+0.41%
+$6.44 
AVDV Avantis International Small Cap Value ETF
+0.41%
+$6,185.52 
FITB Fifth Third Bancorp
+0.4%
+$23.4 
PH Parker-Hannifin Corporation
+0.38%
+$10.95 
BCIC BCP Investment Corporation
+0.37%
+$30 
NWG NatWest Group plc Sponsored ADR
+0.37%
+$6.5 
DLTR Dollar Tree, Inc.
+0.37%
+$6.44 
SDY SPDR S&P Dividend ETF
+0.37%
+$334.02 
GNTX Gentex Corporation
+0.35%
+$12 
AAPL Apple Inc.
+0.35%
+$6,087.6 
KEY KeyCorp
+0.35%
+$9.59 
SYF Synchrony Financial
+0.35%
+$8.58 
MTG MGIC Investment Corporation
+0.34%
+$4.66 
ZION Zions Bancorporation, National Association
+0.34%
+$7.53 
RIO Rio Tinto Plc Sponsored ADR
+0.33%
+$6.3 
ADM Archer-Daniels-Midland Co
+0.33%
+$18.7 
ING ING Groep N.V. Sponsored ADR
+0.33%
+$16.94 
ISRG Intuitive Surgical, Inc.
+0.32%
+$40.5 
SCZ iShares MSCI EAFE Small-Cap ETF
+0.31%
+$18.46 
FNDF Schwab Fundamental International Large Company Index ETF
+0.31%
+$337.75 
SCHH Schwab U.S. REIT ETF
+0.29%
+$154.12 
DFAR Dimensional US Real Estate ETF
+0.28%
+$11,403 
DFIC Dimensional International Core Equity Market ETF
+0.28%
+$69,231.43 
ITW Illinois Tool Works Inc.
+0.28%
+$16.5 
LYG Lloyds Banking Group Plc ADR
+0.27%
+$6.41 
PFE Pfizer Inc.
+0.27%
+$36.32 
FOXA Fox Corporation
+0.26%
+$5.61 
AVIV Avantis International Large Cap Value ETF
+0.26%
+$2,289.64 
DIHP Dimensional International High Profitability Portfolio
+0.25%
+$168.47 
APD Air Products and Chemicals, Inc.
+0.24%
+$7.92 
WRB W.R. Berkley Corporation
+0.24%
+$5.04 
ADP Automatic Data Processing Inc.
+0.24%
+$14.28 
VIGI Vanguard International Dividend Appreciation Index Fund
+0.23%
+$24.75 
MCK McKesson Corporation
+0.2%
+$14.04 
SNA Snap-on Inc.
+0.2%
+$3.6 
SCHP Schwab U.S. TIPS ETF
+0.2%
+$67.35 
AIZ Assurant Inc.
+0.18%
+$7.14 
DFIP Dimensional Inflation-Protected Securities ETF
+0.18%
+$50.82 
VYM Vanguard High Dividend Yield ETF
+0.17%
+$55.44 
FIVA Fidelity International Value Factor ETF
+0.17%
+$0.2 
ACN Accenture plc Class A
+0.17%
+$12.16 
PUK Prudential plc ADR
+0.17%
+$1.32 
AVDE Avantis International Equity ETF
+0.16%
+$14,593.38 
HSBC HSBC Holdings plc Sponsored ADR
+0.16%
+$13.2 
TIP iShares TIPS Bond ETF
+0.16%
+$5.78 
MAS Masco Corporation
+0.15%
+$2.42 
WM Waste Management, Inc.
+0.15%
+$99.99 
NOBL ProShares S&P 500 Dividend Aristocrats ETF
+0.15%
+$174.93 
VOE Vanguard Mid-Cap Value ETF
+0.15%
+$180.6 
SHOE Shoe Station Group, Inc.
+0.14%
+$5 
DG Dollar General Corporation
+0.13%
+$3.78 
ASML ASML Holding N.V. New York Registry Shares
+0.12%
+$20.4 
ASO Academy Sports and Outdoors, Inc.
+0.12%
+$26.32 
XLF Financial Select Sector SPDR Fund
+0.12%
+$26.32 
VTV Vanguard Value ETF
+0.12%
+$348.14 
GL Globe Life Inc.
+0.11%
+$4.18 
NKE Nike, Inc. - Class B
+0.11%
+$3 
SCHC Schwab International Small-Cap Equity ETF
+0.1%
+$24.7 
DIS The Walt Disney Company
+0.1%
+$11.55 
FMS Fresenius Medical Care AG & Co. KGaA ADR
+0.09%
+$0.4 
VSDM Vanguard Short-Term Tax-Exempt Bond Fund
+0.09%
+$127.27 
AMGN Amgen Inc.
+0.09%
+$11.52 
SBRA Sabra Health Care REIT, Inc.
+0.08%
+$17.34 
AVRE Avantis Real Estate ETF
+0.08%
+$2,427.25 
BCS Barclays PLC Sponsored ADR
+0.07%
+$4.3 
BMY Bristol-Myers Squibb Company
+0.07%
+$2.04 
SHM SPDR Nuveen Bloomberg Short Term Municipal Bond ETF
+0.06%
+$210.06 
DISV Dimensional International Small Cap Equity Fund
+0.06%
+$3,447.07 
LVS Las Vegas Sands Corp.
+0.05%
+$0.5 
MCD McDonald's Corporation
+0.04%
+$4.3 
DFGR Dimensional Global Real Estate ETF
+0.04%
+$2,874.21 
DFLV Dimensional US Large Cap Value ETF
+0.04%
+$5,958.03 
CAT Caterpillar Inc.
+0.03%
+$74.98 
IYG iShares U.S. Financial Services ETF
+0.02%
+$24.66 
VNQ Vanguard Real Estate ETF
+0.02%
+$91.66 
SCHO Schwab Short-Term U.S. Treasury ETF
+0.02%
+$545.71 
FNDC Schwab Fundamental International Small Company Index ETF
+0.02%
+$1.46 
LII Lennox International Inc.
+0.02%
+$0.06 
SCHZ Schwab U.S. Aggregate Bond ETF
+0.01%
+$33.57 
VNQI Vanguard Global ex-US Real Estate Index Fund
+0.01%
+$0.51 
JPIE JPMorgan Income ETF
+0.01%
+$11.74 
PYPL PayPal Holdings Inc
+0.01%
+$0.75 
BOKF BOK Financial Corporation
+0.01%
+$12.15 
AER AerCap Holdings N.V.
0%
$0 
EA Electronic Arts Inc.
0%
$0 
ELV Elevance Health, Inc.
0%
$0 
IR Ingersoll Rand Inc.
0%
$0 
NTCXF Natcore Technology Inc.
0%
$0 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
WBD Warner Bros. Discovery, Inc.
0%
$0 
AVSF Avantis Short-Term Fixed Income ETF
0%
$0 
DFNM Dimensional National Municipal Bond ETF
0%
$0 
DFSI Dimensional International Sustainability Core 1 ETF
0%
$0 
DUSB Dimensional Ultrashort Fixed Income ETF
0%
$0 
SCHR Schwab Intermediate-Term U.S. Treasury ETF
0%
$0 
VTES Vanguard Short-Term Tax-Exempt Bond ETF
0%
$0 
BTC Grayscale Bitcoin Mini Trust ETF
0%
$0 
HONIV Honeywell International Inc.
0%
$0 
MICC The Magnum Ice Cream Company N.V.
0%
$0 VALW
VALWS
0%
$0 H591
H5919C104
0%
$0 G200
G2004J103
0%
$0 
MSTR Strategy Inc.
-9.22%
-$83.67 
DDOG Datadog, Inc. Class A Common Stock
-8.39%
-$982.52 
FTNT Fortinet Inc.
-8.08%
-$2,352 
PANW Palo Alto Networks, Inc.
-7.87%
-$640.64 
CRWD CrowdStrike Holdings, Inc.
-7.49%
-$2,635.92 
PLTR Palantir Technologies Inc.
-7.28%
-$1,313.1 
ZS Zscaler Inc.
-7.19%
-$1,585.68 
INDI Indie Semiconductor, Inc.
-7.02%
-$2,533.58 
BKCH Global X Blockchain ETF
-6.85%
-$1,146.78 
BLSH Bullish Inc.
-6.78%
-$6.48 
HPE Hewlett Packard Enterprise Company
-6.19%
-$319.44 
P Everpure Inc.
-5.99%
-$111.86 
STX Seagate Technology Holdings plc
-5.61%
-$13,562.5 
SNAP Snap Inc.
-5.51%
-$35.5 
AXON Axon Enterprise, Inc.
-5%
-$166.8 
NOW ServiceNow, Inc.
-4.92%
-$438.9 
IBO Impact Biomedical Inc.
-4.7%
-$0.33 
AMD Advanced Micro Devices, Inc.
-4.65%
-$128,134.9 
WDC Western Digital Corporation
-4.63%
-$65.97 
INTC Intel Corporation
-4.57%
-$1,260.04 
ANET Arista Networks, Inc.
-4.12%
-$642.18 
NTAP NetApp, Inc.
-4.1%
-$299.1 
ORCL Oracle Corporation
-4.08%
-$597.32 
MU Micron Technology, Inc.
-3.93%
-$2,851.68 
JBHT J.B. Hunt Transport Services, Inc.
-3.58%
-$33.71 
SNPS Synopsys, Inc.
-3.57%
-$150.3 
UAL United Airlines Holdings, Inc.
-3.53%
-$121.55 
CHRW C.H. Robinson Worldwide, Inc.
-3.47%
-$49.9 
AVGO Broadcom Inc.
-3.44%
-$4,838.88 
GLW Corning Incorporated
-3.35%
-$953.78 
LRCX Lam Research Corporation
-3.32%
-$1,335.45 
META Meta Platforms Inc Class A
-3.3%
-$22,808.28 
FFIV F5 Inc.
-3.2%
-$102.3 
ARGX argenx SE American Depositary Receipt
-3.14%
-$53.08 
SE Sea Ltd.
-3.03%
-$32.45 
AMAT Applied Materials, Inc.
-3%
-$619.68 
KLAC KLA Corporation
-2.87%
-$250.25 
NFLX Netflix, Inc.
-2.83%
-$1,664.55 
QXO Qxo Inc.
-2.77%
-$885.98 
BCSF Bain Capital Specialty Finance Inc.
-2.73%
-$504.6 
FUTU Futu Holdings Limited - ADR
-2.72%
-$11.95 
CRM Salesforce Inc
-2.71%
-$5,238.27 
TSLA Tesla, Inc.
-2.63%
-$3,545.16 
MGM MGM Resorts International
-2.61%
-$14.63 
ADBE Adobe Inc.
-2.57%
-$122.69 
HPQ HP Inc.
-2.54%
-$45.53 
ADSK Autodesk, Inc.
-2.54%
-$74.82 
DAL Delta Air Lines, Inc.
-2.54%
-$104.94 
EBAY eBay Inc.
-2.53%
-$242.58 
TER Teradyne, Inc.
-2.51%
-$181.12 
CPAY Corpay, Inc.
-2.5%
-$30.48 
TSLX Sixth Street Specialty Lending Inc.
-2.47%
-$1,284.12 
NOK Nokia Corporation Sponsored ADR
-2.46%
-$31.02 
IWP iShares Russell Mid-Cap Growth ETF
-2.42%
-$335.32 
AAL American Airlines Group Inc.
-2.32%
-$166.72 
SCHW Charles Schwab Corporation
-2.32%
-$124.55 
MSFT Microsoft Corp.
-2.31%
-$31,624.68 
INTU Intuit Inc.
-2.24%
-$81.4 
MTUM iShares MSCI USA Momentum Factor ETF
-2.16%
-$6.51 
EQIX Equinix, Inc.
-2.13%
-$276.38 
TRIN Trinity Capital Inc.
-2.13%
-$639 
OBDC Blue Owl Capital Corporation
-2.13%
-$553.3 
TTWO Take-Two Interactive Software, Inc.
-2.12%
-$35.6 
LIT GLOBAL X LITHIUM & BATTERY T
-2.12%
-$297.46 
WAT Waters Corporation
-2.12%
-$56.4 
CSCO Cisco Systems, Inc.
-2.1%
-$17,508.78 
GOOGL Alphabet Inc
-2.09%
-$10,804.18 
CRL Charles River Laboratories International, Inc.
-2.08%
-$57.24 
MTB M&T Bank Corporation
-2.06%
-$31.57 
SPCX Space Exploration Technologies Corp. Class A
-2.05%
-$195.2 
QQQ Invesco QQQ Trust, Series 1
-2.05%
-$4,349.34 
CHY Calamos Convertible and High Income Fund
-2.02%
-$1,219 
SPTE SP Funds S&P Global Technology ETF
-1.99%
-$78.85 
EW Edwards Lifesciences Corporation
-1.98%
-$36.54 
GOOG Alphabet Inc
-1.95%
-$5,039.21 
CDNS Cadence Design Systems, Inc.
-1.94%
-$126.01 
IWF iShares Russell 1000 Growth ETF
-1.92%
-$1,316.52 
Q Qnity Electronics Inc.
-1.92%
-$13.77 
MPWR Monolithic Power Systems, Inc.
-1.92%
-$119.75 
HCA HCA Healthcare Inc.
-1.9%
-$106.8 
STT State Street Corp
-1.89%
-$53.89 
CGBD Carlyle Secured Lending, Inc.
-1.88%
-$699.8 
NULG Nuveen ESG Large-Cap Growth ETF
-1.86%
-$1,132.78 
SPWO SP Funds S&P World (ex-US) ETF
-1.82%
-$490.23 
LUV Southwest Airlines Co.
-1.8%
-$52.19 
ETN Eaton Corporation plc
-1.8%
-$217.05 
EOS Eaton Vance Enhanced Equity Income Fund II
-1.79%
-$3,852.75 
TYL Tyler Technologies Inc.
-1.78%
-$71.39 
VUG Vanguard Growth ETF
-1.78%
-$2,686.4 
VXF Vanguard Extended Market ETF
-1.78%
-$1,134.36 
AMZN Amazon.com Inc
-1.78%
-$24,479.88 
IQV IQVIA Holdings Inc.
-1.77%
-$28.8 
JMOM JPMorgan U.S. Momentum Factor ETF
-1.76%
-$5,447.65 
SCHG Schwab U.S. Large-Cap Growth ETF
-1.75%
-$1,525.86 
DGX Quest Diagnostics Inc.
-1.75%
-$33.52 
ALB Albemarle Corporation
-1.74%
-$23.94 
UBER Uber Technologies, Inc.
-1.71%
-$173.24 
BX Blackstone Inc.
-1.7%
-$27.9 
CNC Centene Corporation
-1.7%
-$44.4 
ROL Rollins, Inc.
-1.68%
-$11.97 
IVW ISHARES S&P 500 GROWTH ETF (3IS8)
-1.67%
-$253.59 
DXCM DexCom, Inc.
-1.67%
-$14.6 
QCOM QUALCOMM Incorporated
-1.65%
-$616.35 
DE Deere & Company
-1.63%
-$191.34 
BOTZ Global X Robotics & Artificial Intelligence ETF
-1.63%
-$57.2 
VOOG Vanguard S&P 500 Growth ETF
-1.61%
-$1,244.37 
RMD ResMed Inc.
-1.59%
-$30.76 
PFLT PennantPark Floating Rate Capital Ltd.
-1.58%
-$221.13 
GMAB Genmab A/S Sponsored ADR
-1.57%
-$9.52 
HTGC Hercules Capital Inc.
-1.56%
-$455 
LOGI Logitech International S.A.
-1.55%
-$9.78 
LH Labcorp Holdings Inc.
-1.53%
-$49.8 
A Agilent Technologies Inc.
-1.53%
-$58.96 
IWM iShares Russell 2000 ETF
-1.51%
-$399.36 
SCHA Schwab U.S. Small-Cap ETF
-1.51%
-$2,768.5 
STM STMicroelectronics N.V.
-1.5%
-$9.8 
VRSN Verisign Inc.
-1.48%
-$36.11 
IEMG iShares Core MSCI Emerging Markets ETF
-1.48%
-$102.79 
BDX Becton, Dickinson and Company
-1.48%
-$17.16 
IJK iShares S&P Mid-Cap 400 Growth ETF
-1.47%
-$129.2 
DKNG DraftKings Inc.
-1.45%
-$169.4 
AVEM Avantis Emerging Markets Equity ETF
-1.45%
-$77,985.61 
BOX Box Inc.
-1.44%
-$28.5 
DFAE Dimensional Emerging Core Equity Market ETF
-1.44%
-$56,881.65 
VRTX Vertex Pharmaceuticals Incorporated
-1.43%
-$328.05 
PWR Quanta Services Inc.
-1.43%
-$128.66 
APH Amphenol Corporation
-1.42%
-$1,466.24 
NYT New York Times Co.
-1.41%
-$16.49 
EXPD Expeditors International of Washington, Inc.
-1.4%
-$13.9 
BKNG Booking Holdings Inc.
-1.39%
-$231 
TGT Target Corporation
-1.39%
-$84.63 
DFEM Dimensional Emerging Markets Core Equity 2 ETF
-1.34%
-$165,637.9 
FDUS Fidus Investment Corporation
-1.34%
-$638.04 
MORN Morningstar, Inc.
-1.34%
-$13.97 
ON ON Semiconductor Corporation
-1.34%
-$38.41 
UNH UnitedHealth Group Incorporated
-1.33%
-$199.62 
OCSL Oaktree Specialty Lending Corporation
-1.32%
-$156.24 
VB Vanguard Small-Cap ETF
-1.31%
-$892.08 
TCPC BlackRock TCP Capital Corp.
-1.3%
-$101.42 
EXPE Expedia Group, Inc.
-1.29%
-$67.59 
SAN Banco Santander S.A. Sponsored ADR
-1.26%
-$65.62 
ALGN Align Technology, Inc.
-1.25%
-$72.54 
SPUS SP Funds S&P 500 Sharia Industry Exclusions ETF
-1.24%
-$454.36 
PCLG Polen Focus Growth ETF
-1.22%
-$4,401.82 
ERIC Telefonaktiebolaget LM Ericsson American Depositary Shares
-1.21%
-$141.18 
WYNN Wynn Resorts, Limited
-1.21%
-$6.54 
VWO Vanguard FTSE Emerging Markets ETF
-1.21%
-$1,677.73 
SCHE Schwab Emerging Markets Equity ETF
-1.2%
-$866.52 
CEG Constellation Energy Corporation
-1.2%
-$56.1 
CTSH Cognizant Technology Solutions Corporation
-1.19%
-$14.04 
IBM International Business Machines Corporation
-1.16%
-$1,874.06 
GS The Goldman Sachs Group, Inc.
-1.13%
-$283.08 
MSCI MSCI Inc.
-1.13%
-$26.04 
TMO Thermo Fisher Scientific Inc.
-1.11%
-$208.71 
SHW The Sherwin-Williams Company
-1.1%
-$1,473.12 
DFMC DFA U.S. Micro Cap Portfolio ETF
-1.1%
-$508.32 
EME EMCOR Group, Inc.
-1.1%
-$24.11 
HSIC Henry Schein, Inc.
-1.09%
-$8.58 
BABA Alibaba Group Holding Limited SP ADR
-1.09%
-$125.84 
CSWC Capital Southwest Corporation
-1.06%
-$767 
KD Kyndryl Holdings Inc.
-1.06%
-$35.28 
GBDC Golub Capital BDC, Inc.
-1.06%
-$307.45 
ITOT iShares Core S&P Total U.S. Stock Market ETF
-1.06%
-$4,239.95 
EMR Emerson Electric Co.
-1.05%
-$32.49 
SCHB Schwab U.S. Broad Market ETF
-1.05%
-$0.31 
JVAL JPMorgan U.S. Value Factor ETF
-1.04%
-$3,633.16 
IWR iShares Russell Mid-Cap ETF
-1.03%
-$204.75 
VTEL Vanguard Long-Term Tax-Exempt Bond Fund
-1.03%
-$1,057 
GRID First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund
-1.02%
-$45.68 
SCHX Schwab U.S. Large-Cap ETF
-1.02%
-$19,321.68 
VTI VANGUARD TOTAL STOCK MKT ETF
-1.01%
-$3,874.56 
DFSE Dimensional Emerging Markets Sustainability Core 1 ETF
-1.01%
-$173.43 
VV Vanguard Large-Cap Index Fund ETF Shares
-1.01%
-$6,738.45 
MT ArcelorMittal S.A.
-1.01%
-$6.4 
DFAS Dimensional U.S. Small Cap ETF
-0.99%
-$147,100.98 
DFUS Dimensional U.S. Equity Market ETF
-0.99%
-$88,388.09 
VOO Vanguard S&P 500 ETF
-0.99%
-$6,680.95 
GAIN Gladstone Investment Corporation
-0.98%
-$255.9 
LEN Lennar Corporation
-0.98%
-$14.44 
IJH iShares Core S&P Mid-Cap ETF
-0.97%
-$7,089.34 
IWB iShares Russell 1000 ETF
-0.97%
-$8.15 
MDT Medtronic plc
-0.94%
-$30.6 
FNDA Schwab Fundamental U.S. Small Company ETF
-0.94%
-$404.35 
TROW T. Rowe Price Group, Inc.
-0.93%
-$10.34 
IVV iShares Core S&P 500 ETF
-0.93%
-$2,195.54 
SAP SAP SE Sponsored ADR
-0.92%
-$24.96 
SPY SPDR S&P 500 ETF Trust
-0.92%
-$10,706.34 
AZN AstraZeneca PLC American Depositary Shares
-0.92%
-$59.67 
IJR iShares Core S&P Small-Cap ETF
-0.92%
-$3,344.04 
ECL Ecolab Inc.
-0.91%
-$29.04 
AVLC Avantis U.S. Large Cap Equity ETF
-0.91%
-$1,591.94 
MDY SPDR S&P MidCap 400 ETF Trust
-0.9%
-$501.9 
DFAU Dimensional US Core Equity Market ETF
-0.9%
-$24.23 
DB Deutsche Bank AG
-0.88%
-$20.01 
BR Broadridge Financial Solutions, Inc.
-0.87%
-$16.72 
ARCC Ares Capital Corporation
-0.87%
-$217.63 
SLRC SLR Investment Corp.
-0.87%
-$110.3 
IRM Iron Mountain Inc.
-0.85%
-$13.37 
SPHQ Invesco S&P 500 Quality ETF
-0.85%
-$3.6 
RCL Royal Caribbean Group
-0.84%
-$483.8 
DFSU Dimensional US Sustainability Core 1 ETF
-0.84%
-$1,040.04 
DVA DaVita Inc.
-0.82%
-$18.6 
AVSC Avantis U.S. Small Cap Equity ETF
-0.81%
-$19,864.83 
BBVA Banco Bilbao Vizcaya Argentaria, S.A.
-0.79%
-$31.36 
IWN iShares Russell 2000 Value ETF
-0.79%
-$43.16 
JCI Johnson Controls International plc
-0.77%
-$2,527.81 
DFAC Dimensional U.S. Core Equity 2 ETF
-0.76%
-$4,001.66 
OMC Omnicom Group Inc.
-0.76%
-$12.91 
URI United Rentals, Inc.
-0.75%
-$39.45 
PRU Prudential Financial, Inc.
-0.75%
-$78.3 
SUNB Sunbelt Rentals Holdings, Inc.
-0.74%
-$4.52 
FQAL Fidelity Quality Factor ETF
-0.73%
-$372 
MMM 3M Company
-0.73%
-$166.8 
YUM Yum! Brands, Inc.
-0.72%
-$27.25 
SYY Sysco Corporation
-0.72%
-$50.74 
SWK Stanley Black & Decker Inc.
-0.71%
-$10.56 
NVDA NVIDIA Corporation
-0.71%
-$14,561.98 
DFAW Dimensional World Equity ETF
-0.71%
-$478.98 
RJF Raymond James Financial Inc.
-0.7%
-$25.24 
FDX FedEx Corporation
-0.69%
-$32.8 
AVUS Avantis U.S. Equity ETF
-0.67%
-$25,345.25 
VO Vanguard Mid-Cap ETF
-0.67%
-$303.02 
KKR KKR & Co. Inc.
-0.65%
-$75.24 
REGN Regeneron Pharmaceuticals, Inc.
-0.64%
-$40.96 
DHR Danaher Corporation
-0.64%
-$32.56 
DUHP Dimensional US High Profitability ETF
-0.62%
-$124,559.8 
MS Morgan Stanley
-0.59%
-$85.32 
FNDE Schwab Fundamental Emerging Markets Large Company Index ETF
-0.59%
-$268.25 
EFX Equifax Inc.
-0.58%
-$4.65 
FCX Freeport-McMoRan Inc.
-0.56%
-$48.98 
UPS United Parcel Service, Inc.
-0.56%
-$8.25 
AVGE FRCL 3 2022Q3 Hb Float
-0.56%
-$32.15 
GILD Gilead Sciences Inc.
-0.56%
-$315.87 
DD DuPont de Nemours, Inc.
-0.56%
-$2.92 
VLTO Veralto Corporation
-0.54%
-$4.86 
RSP Invesco S&P 500 Equal Weight ETF
-0.53%
-$820.8 
IWS iShares Russell Mid-Cap Value ETF
-0.53%
-$789.25 
AMP Ameriprise Financial, Inc.
-0.49%
-$12.37 
CAH Cardinal Health Inc.
-0.49%
-$49.8 
KNX Knight-Swift Transportation Holdings Inc.
-0.49%
-$28.48 
MFG Mizuho Financial Group Inc. ADR
-0.49%
-$17.15 
BBY Best Buy Co., Inc.
-0.49%
-$5.52 
NMR Nomura Holdings Inc. Sponsored ADR
-0.48%
-$6.97 
BIIB Biogen Inc.
-0.48%
-$21.57 
RACE Ferrari N.V.
-0.47%
-$5.64 
PLD Prologis Inc.
-0.46%
-$36.85 
IXUS iShares Core International Stock ETF
-0.46%
-$7,399.01 
VBR VANGUARD SMALL-CAP VALUE ETF
-0.44%
-$332.85 
SNN Smith & Nephew plc ADR
-0.43%
-$2.5 
PAYX Paychex Inc.
-0.42%
-$6.04 
UBS UBS Group AG
-0.42%
-$11.8 
GWW W.W. Grainger, Inc.
-0.42%
-$27.73 
EXP Eagle Materials Inc.
-0.42%
-$7.1 
PKW Invesco BuyBack Achievers ETF
-0.41%
-$868 
DFAX Dimensional World ex U.S. Core Equity 2 ETF
-0.41%
-$1,813.5 
WAB Wabtec Corporation
-0.41%
-$4.68 
MCO Moody's Corporation
-0.4%
-$13.58 
CSX CSX Corporation
-0.4%
-$33.93 
BAC Bank of America Corporation
-0.4%
-$894.83 
UNP Union Pacific Corporation
-0.4%
-$35.34 
IEX IDEX Corporation
-0.39%
-$7.44 
DIA SPDR Dow Jones Industrial Average ETF Trust
-0.38%
-$760.75 
ROP Roper Technologies Inc.
-0.38%
-$7.2 
NDAQ Nasdaq, Inc.
-0.37%
-$7.7 
GLD SPDR Gold Shares
-0.37%
-$255.71 
CTVA Corteva Inc.
-0.35%
-$2.79 
GEHC GE HealthCare Technologies Inc.
-0.35%
-$8.33 
AVY Avery Dennison Corporation
-0.35%
-$3.05 
GIB CGI Inc.
-0.35%
-$61.62 
ABT Abbott Laboratories
-0.34%
-$25.2 
CVS CVS Health Corporation
-0.34%
-$46.5 
AVUV Avantis U.S. Small Cap Value ETF
-0.32%
-$45,663.93 
SMFG Sumitomo Mitsui Financial Group, Inc. American Depositary Receipt
-0.28%
-$17.85 
MA Mastercard Incorporated
-0.26%
-$53.79 
WTM White Mountains Insurance Group Ltd.
-0.26%
-$5.55 
IWD iShares Russell 1000 Value ETF
-0.25%
-$265.43 
AVLV Avantis U.S. Large Cap Value ETF
-0.24%
-$17,791.4 
XLV Health Care Select Sector SPDR Fund
-0.23%
-$166.87 
VSS Vanguard FTSE All-World ex-US Small-Cap ETF
-0.23%
-$29.67 
COR Cencora, Inc.
-0.22%
-$8.36 
BNDX Vanguard Total International Bond ETF
-0.22%
-$6,036.14 
CTAS Cintas Corporation
-0.22%
-$7.36 
DHI D.R. Horton, Inc.
-0.21%
-$3 
FNDX Schwab Fundamental U.S. Large Company Index ETF
-0.21%
-$434.26 
SOLS Sollensys Corp
-0.21%
-$1.14 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
-0.21%
-$340.61 
WELL Welltower Inc.
-0.2%
-$205.39 
IJJ iShares S&P Mid-Cap 400 Value ETF
-0.2%
-$22.4 
BLV Vanguard Long-Term Bond ETF
-0.2%
-$3,038.12 
VCRM Vanguard Core Tax-Exempt Bond Fund
-0.19%
-$92.12 
DFAT Dimensional US Targeted Value ETF
-0.19%
-$11,003.07 
SCHF Schwab International Equity ETF
-0.18%
-$240.9 
SMBS Schwab Mortgage-Backed Securities ETF
-0.18%
-$32.67 
LQD iShares iBoxx $ Investment Grade Corporate Bond ETF
-0.18%
-$19 
JHPI John Hancock Preferred Income ETF
-0.18%
-$6,199.62 
ADI Analog Devices, Inc.
-0.18%
-$29.93 
PPG PPG Industries Inc.
-0.17%
-$1.98 
CHD Church & Dwight Co., Inc.
-0.17%
-$14.28 
SCHI Schwab 5-10 Year Corporate Bond ETF
-0.16%
-$85.08 
BSX Boston Scientific Corporation
-0.16%
-$5.11 
TEL TE Connectivity plc
-0.16%
-$4.36 
AES AES Corporation
-0.15%
-$1.97 
AXP American Express Company
-0.15%
-$153.18 
TEVA Teva Pharmaceutical Industries Ltd. ADR
-0.15%
-$8.1 
DFSV Dimensional US Small Cap Value ETF
-0.14%
-$8,260.12 
NSC Norfolk Southern Corporation
-0.14%
-$7.92 
BA Boeing Company
-0.12%
-$0.9 
IVE ISHARES S&P 500 VALUE ETF
-0.12%
-$75.32 
RSG Republic Services, Inc.
-0.12%
-$4.59 
MBB iShares MBS ETF
-0.1%
-$0.1 
PHM PulteGroup Inc.
-0.1%
-$4.83 
AME Ametek Inc.
-0.09%
-$4.4 
PFG Principal Financial Group, Inc.
-0.09%
-$0.78 
EFA iShares MSCI EAFE ETF
-0.09%
-$4.5 
FLTB Fidelity Limited Term Bond ETF
-0.08%
-$6.88 
AGG iShares Core U.S. Aggregate Bond ETF
-0.08%
-$1.87 
TSCO Tractor Supply Company
-0.07%
-$2 
DFSD Dimensional Short-Duration Fixed Income ETF
-0.07%
-$5,560.17 
PDN Invesco FTSE RAFI Developed Markets ex-U.S. Small-Mid ETF
-0.07%
-$0.03 
DFUV Dimensional US Marketwide Value ETF
-0.07%
-$9,238.04 
XAR SPDR S&P Aerospace & Defense ETF
-0.07%
-$11.85 
IUSV iShares Core S&P U.S. Value ETF
-0.07%
-$346.57 
SBUX Starbucks Corporation
-0.06%
-$11.16 
DFCF Dimensional Core Fixed Income ETF
-0.06%
-$7,137.32 
JMUB JPMorgan Municipal Bond ETF
-0.06%
-$29.64 
SCHV Schwab U.S. Large-Cap Value ETF
-0.06%
-$40.14 
IUSB iShares Core Universal USD Bond ETF
-0.06%
-$0.98 
IEFA iShares Core MSCI EAFE ETF
-0.04%
-$7.49 
VPLS Vanguard Core-Plus Bond ETF
-0.03%
-$24.82 
JCPB JPMorgan Core Plus Bond ETF
-0.03%
-$66.63 
VTEB Vanguard Tax-Exempt Bond ETF
-0.02%
-$84.02 
VCSH Vanguard Short-Term Corporate Bond ETF
-0.02%
-$6.15 
XLI Industrial Select Sector SPDR Fund
-0.02%
-$15.96 
DLR Digital Realty Trust, Inc.
-0.01%
-$0.36 Events
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Dividends
Dividend Analysis
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No Data
| Trades 1137 | Longs Won 770/1137 67% | Profit Factor 25.52 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $288,967.77 |
| Average Win $67,119.44 | Best Trade (Oct 16) $6.01M | Sharpe Ratio -11.58 |
| Average Loss -$5,518.54 | Worst Trade (Oct 15) -$184,282.51 | Z-Score 13.81 (100%) |
| Commissions $0 | Avg. Trade Length 7m 3w 6d | Expectancy $43,674.19 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 47,619 | 42,857 | 38,095 | 33,333 | 28,571 | 23,810 | 19,048 | 14,286 | 9,524 | 4,762 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| A Agilent Technologies Inc. | 22 | $2,508 | $3,803.14 | - | $1,295.14 | 51.64% | -1.527% |
| AAL American Airlines Group Inc. | 585 | $6,283 | $7,017.07 | - | $734.07 | 11.68% | -2.321% |
| AAPL Apple Inc. | 5,073 | $1.28M | $1.74M | - | $462,632.4 | 36.19% | +0.351% |
| ABBV AbbVie Inc. | 119 | $25,881.02 | $33,942.37 | - | $8,061.35 | 31.15% | +0.646% |
| ABT Abbott Laboratories | 70 | $7,187 | $7,302.4 | - | $115.4 | 1.61% | -0.344% |
| ACN Accenture plc Class A | 32 | $6,345 | $7,209.6 | - | $864.6 | 13.63% | +0.169% |
| ADBE Adobe Inc. | 19 | $4,619 | $4,659.04 | - | $40.04 | 0.87% | -2.566% |
| ADI Analog Devices, Inc. | 41 | $13,044 | $16,532.02 | - | $3,488.02 | 26.74% | -0.181% |
| ADM Archer-Daniels-Midland Co | 68 | $4,913 | $5,657.94 | - | $744.94 | 15.16% | +0.332% |
| ADP Automatic Data Processing Inc. | 21 | $4,267 | $6,012.93 | - | $1,745.93 | 40.92% | +0.238% |
| ADSK Autodesk, Inc. | 12 | $2,873 | $2,867.1 | - | -$5.9 | -0.21% | -2.543% |
| AEE Ameren Corporation | 794 | $87,276 | $83,917.86 | - | -$3,358.14 | -3.85% | +1.86% |
| AEG Aegon N.V. | 109 | $791 | $906.88 | - | $115.88 | 14.65% | +0.605% |
| AER AerCap Holdings N.V. | 11 | $1,509 | $1,605.12 | - | $96.12 | 6.37% | 0.0 |
| AES AES Corporation | 87 | $1,226 | $1,300.42 | - | $74.42 | 6.07% | -0.151% |
| AFL Aflac Inc. | 26 | $2,852 | $3,091.66 | - | $239.66 | 8.4% | +0.729% |
| AGG iShares Core U.S. Aggregate Bond ETF | 25 | $2,475 | $2,383.37 | - | -$91.63 | -3.7% | -0.079% |
| AIG American International Group Inc. | 19 | $1,430 | $1,520.76 | - | $90.76 | 6.35% | +1.163% |
| AIZ Assurant Inc. | 14 | $3,049 | $3,953.32 | - | $904.32 | 29.66% | +0.181% |
| ALB Albemarle Corporation | 14 | $2,513 | $1,350.58 | - | -$1,162.42 | -46.26% | -1.742% |
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FAQ
Which stocks have generated the highest profits for Molly Wheeler?
The largest contributions to the portfolio's profits come from the following stocks: Dimensional International Core Equity Market ETF - $928,824.74, Dimensional Core Fixed Income ETF - $546,867.03, Avantis International Equity ETF - $435,929.13, Dimensional Emerging Markets Core Equity 2 ETF - $399,330.54, and Dimensional Short-Duration Fixed Income ETF - $397,403.27. These positions have been the main drivers of growth and have significantly impacted the investor's overall performance.
Which stocks have generated the largest losses for this investor?
The largest losses in the portfolio are associated with the following stocks: Qxo Inc - $25,467, Polen Focus Growth ETF - $25,129.86, McDonald's Corporation - $8,917.86, Vanguard S&P 500 Growth ETF - $8,602.16, and UnitedHealth Group Incorporated - $8,539.2. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Molly Wheeler's portfolio generate?
The portfolio generates substantial dividend income, with a total of $7.24M earned over time. The largest contributors to dividend income include Dimensional International Core Equity Market ETF - $928,824.74, Dimensional Core Fixed Income ETF - $546,867.03, Dimensional Emerging Markets Core Equity 2 ETF - $399,330.54, Dimensional Short-Duration Fixed Income ETF - $397,403.27, and Avantis International Equity ETF - $341,347.32. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Molly Wheeler's monthly returns?
Molly Wheeler's monthly returns show a mixed pattern. Some months are relatively calm, while others are noticeably stronger or weaker, which suggests that performance is not fully consistent over time. This points to a strategy that may offer attractive upside but can also experience uneven short-term results.
Can Molly Wheeler's strategy be considered aggressive or moderate?
Molly Wheeler's strategy leans toward a moderately conservative profile. While there is still some exposure to market fluctuations, the overall structure and risk levels suggest a focus on maintaining stability rather than pursuing aggressive growth.
Should beginners follow Molly Wheeler's strategy?
Molly Wheeler's strategy is probably not ideal for beginners. The combination of risk, volatility, or portfolio complexity may make it harder to follow and understand without prior experience. Users who are new to investing may find it challenging to replicate or tolerate the performance swings.
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